Archer Investment Corporation’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Archer Investment Corporation’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-869	Closed	-$58.9K	–	1067
2023 Q3	$58.9K	Buy	+869	New	+$60.6K	0.02%	362
2022 Q1	–	Sell	-100	Closed	-$8.3K	–	822
2021 Q4	$8.3K	Hold	100	–	–	﹤0.01%	561
2021 Q3	$8.54K	Hold	100	–	–	﹤0.01%	541
2021 Q2	$8.67K	Hold	100	–	–	﹤0.01%	462
2021 Q1	$8.34K	Hold	100	–	–	﹤0.01%	553
2020 Q4	$8.28K	Hold	100	–	–	﹤0.01%	511
2020 Q3	$6.89K	Buy	+100	New	+$6.63K	﹤0.01%	476

Other funds holding CWB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Archer Investment Corporation's CWB Position: Q4 2023 in Review

Archer Investment Corporation sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2023, closing a stake of 869 shares — an estimated $58.9K sold.

Archer Investment Corporation first reported a position in CWB in Q3 2020 and held it in 7 quarters. The position peaked at $58.9K in Q3 2023. 458 funds tracked by Wall St. Rank hold CWB as of Q4 2023.

Archer Investment Corporation reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2023 after selling out during the quarter.
Archer Investment Corporation sold 869 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2023, an estimated $58.9K.
Archer Investment Corporation first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2020 and held it in 7 quarters.
Archer Investment Corporation's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $58.9K in Q3 2023.
458 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2023.

Based on Archer Investment Corporation's 13F filing for Q4 2023, filed 31 Jan 2024.